Single Best Idea with Tom Keene: Kriti Gupta & Neil Dutta - podcast episode cover

Single Best Idea with Tom Keene: Kriti Gupta & Neil Dutta

Mar 31, 20255 min
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Episode description

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Kriti Gupta & Neil Dutta.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Transcript

Speaker 1

Bloomberg Audio Studios, podcasts, radio news.

Speaker 2

Single best idea and the single best idea is on a twenty four to seven basis, don't pick up your cell phone and look at the news. It is extraordinary the news flow right now, it seems like it is twenty four hours a day. I stare at my cell phone. I really really don't want to pick it up and look at the twelve newspapers I read every day. But

there we are. And it was a fascinating Monday. We had a great set of conversations at nine o'clock hour, particularly strong on the equity markets, the challenges that we see with a vix out again twenty four twenty five, all this talk about a so called liberation day to

a actual jobs report on Friday. We'll go beneath the headline data there, as we always do, talk about someone who doesn't get enough shout out within the New York combine, Critty Gupta showed up from SMU that's a Texas university with a Texas accent, lit it up in New York and she was so valuable. They said, do you want to go to London? That's tough, you know, think about it for at least twelve seconds she thought about it.

She's holding court in London, driving London TV. I should say each and every morning with Anna Edwards and company, but also on the horn to Nathan Hager and myself giving us perspective here this morning from Queen Victoria Street, Pretty Gupta, I'm Brussels.

Speaker 3

Brussels has no part to play, and I think a great example of that is what came out of the summit last week, the Coalition of the willing summit when it comes to the likes of Ukraine, for example, and yet they weren't at the table when it came to a ceasefire, even negotiation between the United States and Russia in riod Or, even with Turkey's involvement. And Turkey, by the way, is the number one defense spender with Russia, but it is also a NATO member and technically a

US ally as well. They're also kind of situated on the Black Sea where a lot of the grain that comes out of Ukraine and Russia and ultimately hits American cereal and American bread comes from. So the irony of the situation is that the Europeans are trying to have a voice at a table and in a room that the door is completely closed to CRITI group to working the light shift in London for Bloomberg News.

Speaker 2

I've been very fortunate to hang out with all sorts of fancy people. One night at Davos, we were in the piano bar and I literally was standing with three Nobel Prize winners. That was pretty pretty cool. I won't bore you with that story, but you know, things like that, that's not like what Neil Dudda just went through. Neil Dudda was sitting by the bat phone one day and Paul Krukman called up, and the Nobel Laureate, a giant an international trade, said Neil, I'd really like to talk

to you. This went viral within the zeitgeist of economics. Neil data my Economist of the Year two years ago, brilliant on the minutia, optimistic and he's really turned cautious. And Professor Krugman was really interested on that. Here on sixteen one hundred Pennsylvania Avenue from Renmec Neil Datta, I.

Speaker 1

Don't know, Tom, I sort of reject the premise that this sort of approach will make the country a greater grind. I mean, I understand the need to kind of, you know, for security purposes. You know, you want to have a strong manufacturing base. I think going after China makes a lot of sense, but you know, just think about it at the most basic level. I mean, if every state was operating as its own country, with their own trade policies,

do you think that better? You know that more prosperity would result as that way.

Speaker 2

Neil Data on the Immediacy of the Week. He's with Renaissance Macro on your commute across the nation, Apple car Play, Android Auto, I'm told really coming on Serious Exemp Channel twenty one in Washington, ninety nine one FM, ninety two nine FM in Boston. I don't think the season's over for the Red sixe hid, but it's getting a little late. We may have to consider that here in the coming days and in New York. Bloomberg eleven three always well

on YouTube. Please subscribe to Bloomberg podcasts and on YouTube podcasts. This is single best idea

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